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| Provider | Service type | Compensation |
|---|---|---|
RPG CONSULTANTS3+ years Service code 15 · EIN 13-4077182 181 SO. FRANKLIN AVENUE · VALLEY STREAM, NY 11581 | Recordkeeping | $53,535 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 100196028 | Advisory (Participants) | $48,194 |
LT TRUST COMPANY3+ years Filed as: MG TRUST COMPANY Service code 18 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Custodial (securities); Custodial (ot... | $20,222 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,046 | $100,060+113.9% | $149,721+43.0% | $70,126+205.2% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.1%+5.8pp | 69.5%+23.3pp |
| Annual return | 22.55% | 27.46%-4.9pp | 1501.67%-1479.1pp | 73.15%-50.6pp |
| Employer contribution / active EE | $21,144 | $3,661+477.5% | $5,444+288.4% | $2,343+802.6% |
| Participant deferral / active EE | $14,583 | $4,982+192.7% | $6,568+122.0% | $3,332+337.7% |
| Admin fee / account holder | $871 | $8,285-89.5% | $11,282-92.3% | $4,645-81.2% |